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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,021 | $68,097-48.6% | $62,929-44.3% | $137,256-74.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.12% | 1859.11%-1843.0pp | 1063.93%-1047.8pp | 220.34%-204.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,150 | $4,553+408.5% | $3,888+495.4% | $6,407+261.3% |
| Admin fee / account holder | $695 | $6,521-89.3% | $5,065-86.3% | $12,270-94.3% |